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The Best CRM for Agencies

Growing agencies can often find themselves overwhelmed with the balancing act of prospecting and onboarding new clients and maintaining good relationships with their current ones—all while making sure to deliver quality results that keep everyone satisfied.

Whether you operate from a digital marketing agency, consulting agency, or in any creative field, a CRM for agencies may be the solution to streamline your workflows and improve productivity.

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Why you need a CRM for your agency

With increasing competition and higher expectations from clients, agencies must perform at their highest level to retain long-term business. 

The struggle comes when you’re tasked with juggling multiple client projects simultaneously. Without a process and a process-supporting system in place, you’ll be left imbalanced, often in the difficult position of sacrificing new clients in favor of satisfying current ones or vice versa. 

But it doesn’t have to be that way. When you use an effective CRM for agencies, you can enjoy benefits such as:

  • A customized sales process that reliably helps you onboard new clients and advance them through the sales cycle.
  • Automation tools that simplify your marketing and sales processes, letting you focus on delivering excellent results for your clients and building stable long-term customer relationships.
  • Access to custom reporting to analyze your past sales performance and client behavior across the sales cycle, helping you discover opportunities for process improvement.
  • Personalized email templates for repetitive messaging so you can send more emails faster.
  • CRM integrations with your favorite apps allowing you to enjoy the benefits of your tech stack while working with clients from a single platform

Essential CRM features for your creative or digital marketing agency

Agencies often struggle to perfect the balancing act of client onboarding and client retention. Some agencies sacrifice good client relationship management to deliver the best possible product. 

But that may be a mistake. No matter how good your product or service is, it’s no secret that high-quality customer service skills give your agency a competitive edge. In fact, 80% of customers are more likely to repurchase from a company after valuable customer experience, even when given the option to go with a competitor.

This is not to say that quality products or services are not important. Ideally, you can deliver both. But realistically, an often-small agency team will struggle. 

That’s where a good CRM for agencies can help.

Regardless of the type of work your agency does—whether you operate a digital marketing agency, a creative agency, or even a video production company—you’ll benefit from several core CRM features.

Pipeline management for customer journey monitoring

uma tela de computador mostra as principais contas a serem observadas

Stay on top of the buyer journey with a streamlined sales pipeline. Customize your pipeline to fit your unique sales model, and take advantage of Nutshell’s advanced pipeline management features to help you forge long-term customer relationships and stable agency growth.

  • View your leads from start to finish, knowing exactly where they are in the buyer’s journey. Understand where they came from, where they are, and what your team can do next to move them closer to conversion.
  • Multiple pipeline views, including list, chart, board, or map, let you manage leads and view lead progress in the interface most helpful to you.
  • Structure your sales pipeline using cutting-edge automation tools to capture leads, assign them to a pipeline, and move them from one stage to the next when predetermined criteria are met – all without lifting a finger.
  • Keeping track of your leads and sales pipeline with Nutshell significantly reduces the time you spend on admin activities. This lets you focus on nurturing clients and delivering the best possible work.

Task automation to maximize your team’s productivity

Drip de e-mail de vendas

From lead nurturing to building relationships with existing clients, automation can make the day much easier by putting essential tasks on autopilot, allowing you to focus on more hands-on, needle-moving activities.

Nutshell’s sales automation features allow your agency to focus on growth and crucial project- and client-focused tasks by taking over for day-to-day tasks such as:

  • Move incoming leads to the pipeline that best fits their profile based on specific criteria that you can define.
  • Keep your team on the ball by setting up automated reminders for lead-nurturing tasks they need to do to move new leads to the next stage
  • Send personalized messages and drip sequences to leads and clients automatically based on a predetermined schedule or on an action that they choose to take
  • Measure the impact of your sales and marketing efforts by evaluating the stages where you see most lead drop-offs and silos – giving you the opportunity to improve.

Email marketing automation for enhancing client relationships

uma captura de tela de um e-mail de Charles Berry para Ann New

Client acquisition is a vital aspect of agency growth, and many agencies correctly focus a lot of their efforts on it. However, building trust and loyalty with existing clients is just as important and not as expensive. 

When you choose Nutshell as your agency CRM, you get access to powerful email marketing automation tools to keep the conversation going and keep your clients engaged.

With Nutshell Campaigns, our native email marketing add-on, you can elevate your marketing campaigns and continue learning about your clients to send them more relevant and personalized messaging.

  • Create targeted messaging through on-platform segmentation and targeting, directly from your client database.
  • Design professional-looking newsletters, and broadcast messages with easy-to-use templates and a drag-and-drop builder.
  • Set up automated drip campaigns based on specified conditions so clients get the right message at the ideal time.
  • View reports showing your email campaign performance, including crucial metrics such as click-through rates and opens.
  • Optimize your messaging with A/B testing functionality, using data to make informed decisions about your marketing.

Gerenciamento de contatos para melhorar a organização

Uma captura de tela de um lead chamado Newing Industries Inc. em Nutshell CRM

In a bustling and hustling agency, you may find yourself constantly going back and forth with clients regarding proposals, editing requests, and contract negotiation. Depending on the nature of your agency, you may even have to visit several different clients on-site. 

Organizing your contact information in a way that’s understandable and easily accessed is another way that a CRM for agencies can help you manage your day-to-day client interactions.

Nutshell’s next-level contact management features allow you to:

  • Import and capture client contact information from a host of sources.
  • Access a detailed timeline record of all interactions with each client from your desktop or mobile device.
  • Add reminders and notes to individual client records for reference, allowing you to personalize your interactions, no matter which team member engages with your client.
  • Fill in the blanks with built-in data enrichment tools that scour the internet for information you may need, such as company role, business location, and more.
  • With synced data capabilities across your devices and integrated apps, you can save time on manual data entry and can enter new lead data instantly with Nutshell’s mobile business card scanner.
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Nutshell é o melhor custo-benefício. A versatilidade e a funcionalidade fazem dele um produto muito fácil e poderoso de usar.

Mark M. Southwestern Scale Co.

Já usei o Act, o Goldmine e o Salesforce no passado e descobri que o Nutshell foi o mais fácil de começar a usar e de configurar campos personalizados. Eu recomendaria o Nutshell a outras pessoas que estejam interessadas em um CRM fácil de aprender e navegar.

Craig C. Thermal-Tec

Saímos da Hubspot para a Nutshell porque a Hubspot era muito complexa. A Nutshell faz software para humanos.

Daniel H. EOS

Quando estávamos avaliando os CRMs, o único fator decisivo entre o Nutshell e o Salesforce se resumia ao tempo de ativação e ao preço. O Nutshell venceu em ambos os quesitos (por uma margem enorme). O Salesforce custava 10 vezes mais por mês para o que queríamos.

Jason C. Arrow Container Corp

Thousands of integrations to sync with your agency CRM software

Agencies often rely on several software applications to manage a project from start to finish. Using a CRM may feel like adding another load to your tech stack. 

But with Nutshell, you can integrate all your software tools seamlessly to deliver a complete service from your CRM platform.

Integrate 6,000+ applications with Nutshell with just one click, no matter your preferred tech stack. Don’t see the application you need? You can easily integrate Nutshell with thousands of tools through Zapier

And for an even more customized integration experience, Nutshell’s AppConnect will give you even more flexibility to integrate your workflows and data between Nutshell and the applications your team already uses.

We offer integration capabilities with applications in several categories important to agencies, such as:

  • Email, calendar, and contact sync integrations: Bring your customer data, communications, and events into Nutshell for a centralized database of all the information you need.
  • Accounting integrations: Whether you use Quickbooks, Xero, or other accounting software for invoicing purposes, Nutshell provides integration that lets you manage your payments within your CRM.
  • Document management integrations: Manage important contracts and proposals by integrating them with your individual client records for easier project management.
  • Lead generation integrations: Elevate your marketing efforts with a broad spectrum of lead generation integrations to increase your incoming client base and boost your revenue.
  • Social media integrations: Capture client outreach from your various social media channels to seamlessly add new leads and integrate communications.
um gráfico que mostra vários logotipos conectados a um para Nutshell

Why use Nutshell CRM for agency growth?

With so many other CRM systems on the market, you may be wondering what sets Nutshell apart. Well, Nutshell is more than just a CRM platform–It’s an all-in-one solution designed to benefit your business by meeting your unique needs and increasing your bottom line.

We understand the obstacles that agencies often face, and our CRM is designed to help you find balance in your sales cycle and processes, letting you welcome new clients and projects with open arms instead of wondering how you’ll juggle it all.

When you choose Nutshell as your CRM, you can look forward to incredible benefits such as:

Mas não acredite apenas em nossa palavra.

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell helped companies just like yours achieve and exceed their goals!

Escolha o melhor plano para sua equipe

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An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Incluído em todos os planos...

  • Unlimited storage, contacts & accounts
  • Gerenciamento de contatos e cronogramas de comunicação
  • Sincronização de e-mail e calendário
  • Pipeline de vendas único e personalizável
  • Customizable single sales pipeline (100 open leads limit)
  • E mais
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Tudo em Foundation, mais...

  • Activity and Email reports
  • Sales and Activity quotas
  • Metas de estágio do pipeline
  • Up to 25 custom fields
  • No active leads limit
  • E mais
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

US$ 42 por usuário por mês

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automação de vendas
  • Personal email sequences email sequences
  • Conjunto completo de relatórios, incluindo relatórios de atividade, funil e previsão
  • Meeting scheduling software (lite version)
  • E mais
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

US$ 59 por usuário por mês

Tudo em Pro, mais...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • E mais
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

US$ 79 por usuário por mês

Everything in Business, plus…

  • Pipelines ilimitados
  • Unlimited custom fields, teams, currencies and territories
  • Acesso SQL somente de leitura
  • Suporte à API
  • E mais
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When you choose Nutshell as your agency CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

See your business grow with the best CRM for agencies

Streamline your sales and marketing processes—achieving a balance between client acquisition and client satisfaction—with a feature-rich CRM solution.

Use Nutshell to effortlessly generate, capture, and nurture leads through your sales pipeline from start to finish. Take advantage of the platform’s robust contact management, automation, and marketing tools to build trust, client relationships, and superior customer experiences.

Give Nutshell a try to discover what it can achieve for your agency. Sign up for a 14-day free trial now– no credit card required. Alternatively, you can contact our sales team to discuss your requirements and schedule a live demo to see Nutshell in action.

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